Purposeful Planning: Conversations Beyond The Balance Sheet

This four-part webinar series takes a deep dive into fostering meaningful client relationships and building the type of trust that creates lifelong loyalty.

Session 1: Distinguish Yourself with Purposeful Planning

The difference between Purposeful Planning and Traditional Planning

Transitioning from Traditional Selling to Conversational Consulting

Redefining the Client to Include the Entire Family

Session 2: Answers to Your Clients' Most Important Questions

What to say and do to develop lasting trust from the entire family

The top two questions on the mind of aging people and how to address them

The top two questions on the mind of the family of aging people and how to answer them

The Diminished Capacity Directive: Creating a framework of support for the entire family

Session 3: Tapping Into Never Ending Referrals

The top three questions on the mind of new widows and how to answer them

The top three questions on the mind of the families of widows and how to answer them

Understanding the role of the advisor during the three stages of widowhood

What to say and not say; what to do and not do

Session 4: How to Keep a Client for Longer Than Life

Building out a new team of affiliated advisors

Facilitating Intergenerational communication, conflict resolution

Creating best outcomes during life’s most stressful situations

About the Speaker

Barb Culver
CFP®, ChFC®, CLU, AEP®

Owner and President at Resonate, Inc.

Barb brings vast personal and professional life experiences to share. She balances a mastery in the quantitative aspects of traditional financial and estate planning with her passion for qualitative work with individuals, couples and families. Barb teams with other top professionals nationally to offer Purposeful Planning – their unique process which encourages individuals, couples and families to maximize all of their potential - financial and personal - individually and collectively. Thoughtfully applying the concepts of both qualitative and quantitative planning, Barb and her team partner with clients using keen skills and unique insights to create alignment within families which perpetuates their values and their material wealth while also emphasizing family connection and fulfillment of shared purpose.